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Chicago Partners Investment Group’s Eversource Energy ES Stock Holding History

Chicago Partners Investment Group’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.89M Buy
38,773
+20,222
+109% +$1.4M 0.06% 277
2026
Q1 		$1.24M Buy
18,551
+8,471
+84% +$599K 0.03% 465
2025
Q4 		$701K Buy
10,080
+1,017
+11% +$71.4K 0.02% 588
2025
Q3 		$679K Buy
9,063
+4,917
+119% +$322K 0.02% 549
2025
Q2 		$275K Buy
4,146
+901
+28% +$55.5K 0.01% 882
2025
Q1 		$202K Buy
+3,245
New +$194K 0.01% 869
2018
Q4 		– Sell
-1,836
Closed -$117K – 505
2018
Q3 		$117K Buy
+1,836
New +$112K 0.02% 380

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Chicago Partners Investment Group's ES Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Eversource Energy (ES) stake by 109% in Q2 2026, buying an estimated $1.4M and bringing the position to 38,773 shares worth $2.89M. The position accounts for 0.06% of the portfolio, ranked #277.

Chicago Partners Investment Group first reported a position in ES in Q3 2018 and has held it in 7 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Chicago Partners Investment Group held 38,773 shares of Eversource Energy worth $2.89M as of Q2 2026.
  • Chicago Partners Investment Group bought 20,222 Eversource Energy shares in Q2 2026, an estimated $1.4M.
  • Eversource Energy made up 0.06% of Chicago Partners Investment Group's portfolio in Q2 2026, its #277 holding.
  • Chicago Partners Investment Group first reported a position in Eversource Energy in Q3 2018 and has held it in 7 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.